estate - LifePlan Group

Estate Planning Interest Form

Thank you for your interest in allowing us to help facilitate the completion of your Estate documents. To help us be mindful of your current estate plan and possible needs for these services we appreciate if you would complete this survey. It is our desire and intention to be your go-to advisor making sure that you are well taken care of in all aspects of your financial, tax and estate needs.

Please skip any questions that do not apply to you.

First Name(s)*

Last Name(s)*

Please select which estate documents you currently have:

Was your will written in North Carolina?

Approximately, what year were your estate documents completed?

Do you have a North Carolina Financial Power of Attorney?

Do you have a North Carolina Medical Power of Attorney?

Do you have a Living Will or Medical Directives?

Do you have a recently completed HIPAA form?

Approximately, what year were these documents completed?

Do you have those documents signed, notarized, and uploaded to your LifePlan USB ICE Key?

What help do you yet need with your estate plan?

Please include any additional questions or comments that you would like to share:

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